Close a Few Trades
Given our feeling that stock prices are turning from bullish to bearish, we think it is time to close a few trades. If one closes the trades suggestions at the…
Office Hours
In this week's episode of Office Hours, Mike & Mark discuss the economy, retail spending, and retail stocks like Target. We also discussed UnitedHealth and more. This article is for…
Is Disney Turning the Corner?: DIS
When it comes to disappointments, there is no greater disappointment than Disney. Disney is a company that cannot shoot straight. That being the case, we suggested a bearish trade on…
What’s Next for Copper
The electrification of everything is proceeding on schedule. Copper is in demand as the electrical grid gets upgraded to deliver power ot vehicle charging stations and the buildout of data…
The S&P has made no progress over the past six months, and Warren Buffett is stepping down.
The S&P 500 total return, including dividends, is essentially unchanged since November 4th, 2024, the day before the presidential election. Given the attention given to market volatility in those six…
Growth at a Reasonable Price? Amazon.
Let's keep this quick. Amazon reports after the close, the stock is essentially where it was four years ago. It's growing faster than Walmart but is trading at about five…
Office Hours
In this week's episode of Office Hours, Mike & I talk about Trump & the Fed, valuation, tariffs, Meta and Netflix. This article is for registered members - please login…
Options Expiration
Time flies when you are having fun, and sometimes it flies when you are not paying attention. But here we are, and it is the week of options expiration. The…
Procure an engineering, procurement and construction company.
Optimism in equity investing can pay off, but it’s not a straightforward yes-or-no proposition. Historically, markets trend upward over the long term—global equities have provided approximately 7-8% annualized real returns…